5,043 hedge funds and large institutions have $2.12T invested in Apple in 2024 Q3 according to their latest regulatory filings, with 171 funds opening new positions, 1,975 increasing their positions, 2,599 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,043
Holders Change
-31
Holders Change %
-0.61%
% of All Funds
72.94%
Holding in Top 10
2,982
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-0.13%
% of All Funds
43.13%
New
171
Increased
1,975
Reduced
2,599
Closed
136
Calls
$64.1B
Puts
$55.6B
Net Calls
+$8.51B
Net Calls Change
+$2.44B
Name Holding Trade Value Shares
Change
Shares
Change %
SI
3301
Shaker Investments
Ohio
$5.65M +$2.51M +10,784 +80%
FCG
3302
Financial Connections Group
California
$5.65M -$109K -469 -2%
EB
3303
Emprise Bank
Kansas
$5.65M -$357K -1,531 -6%
SI
3304
Symmetry Investments
Jersey
$5.65M -$17.8M -76,452 -76%
VP
3305
Verum Partners
North Carolina
$5.64M +$54.1K +232 +1%
CHA
3306
Cooper/Haims Advisors
New York
$5.63M -$1.72M -7,400 -23%
MPW
3307
MGO Private Wealth
California
$5.62M -$487K -2,089 -8%
4WM
3308
44 Wealth Management
Oregon
$5.61M +$5.61M +24,329 New
GITFIT
3309
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$5.61M -$93.2K -400 -2%
RB
3310
Richmond Brothers
Michigan
$5.6M -$871K -3,740 -13%
PWM
3311
Peterson Wealth Management
Nevada
$5.6M +$28.2K +121 +0.5%
PFA
3312
Pathway Financial Advisers
Indiana
$5.59M -$80.2K -344 -1%
VCM
3313
Versant Capital Management
Arizona
$5.59M +$408K +1,753 +8%
IIM
3314
InTrack Investment Management
Vermont
$5.58M +$113K +483 +2%
E3F
3315
Eight 31 Financial
Texas
$5.58M -$102K -439 -2%
LWAM
3316
Legacy Wealth Asset Management
Minnesota
$5.58M -$86.2K -370 -2%
SL
3317
Summitry LLC
California
$5.57M +$364K +1,564 +7%
DJYG
3318
David J. Yvars Group
Florida
$5.57M +$21.7K +93 +0.4%
Dodge & Cox
3319
Dodge & Cox
California
$5.56M -$105K -450 -2%
AC
3320
Annandale Capital
Texas
$5.55M -$76.4K -328 -1%
FA
3321
Fiducient Advisors
Illinois
$5.55M +$156K +671 +3%
CIC
3322
Cutler Investment Counsel
Oregon
$5.54M -$48.2K -207 -0.9%
WAM
3323
Worth Asset Management
Texas
$5.54M +$1.07M +4,609 +24%
ABWM
3324
Alpine Bank Wealth Management
Colorado
$5.54M +$5.54M +23,792 New
HA
3325
Hofer & Associates
California
$5.54M -$36.8K -158 -0.7%